NAEA membership can save you money.
We have partnered with organizations that provide discount rates exclusively for NAEA members. These high-quality discounts will suit your needs and budget for your businesses, employers, or associations.
Are you interested in becoming a business partner? NAEA offers a Strategic Partners Program, designed to build relationships between the tax practitioners and businesses.
NAEA 50th Commemorative Store
Grab your 50th anniversary swag and show your EA pride by shopping our company store. From messenger bags and drinkware to dress and casual shirts, we’ve got your celebration swag here.
Avis Car Rental operates one of the world’s best-known car rental brands with approximately 5,450 locations in more than 165 countries. Avis has a long history of innovation in the car rental industry and is one of the world’s top brands for customer loyalty. NAEA members can save up to 25% off Avis base rates plus get other great offers.
Budget Car Rental is one of the world’s best-known car rental brands with approximately 3,350 locations in more than 120 countries. Budget is an industry leader in providing vehicle rental services to value-conscious travelers and also operates the second-largest truck rental business in the United States, through a network of approximately 1,650 locations. NAEA members can save up to 25% off Budget base rates plus get other sweet deals.
CalSurance Associates has over 50 years of experience delivering comprehensive insurance products, exceptional service, and proven results to over 150,000 insured. CalSurance offers professional liability coverage exclusively available to NAEA members, including low Annual premiums and personal data compromise.
Canopy offers tools to un-clunk your accounting firm. It used to be all an accountant needed was a calculator, a rolodex, and a good old-fashioned work ethic. Things have changed. Now you need tools for client management, document management, workflow, payments, time & billing. Preferably all in the same integrated system. That’s where Canopy comes in. (And, yes, that good old-fashioned work ethic still comes in handy).
Canopy even offers a tool for pulling transcripts quickly with a secure, one-time login with the IRS. NAEA members get access to a free trial of the Transcripts & Notices product, and after the free trial receive 10% off a Transcripts & Notices subscription.
CoinTracking, with 1.2 million users, is a leader in cryptocurrency portfolio tracking and tax reporting. With its offer, CoinTracking provides a wide range of features that makes it much easier for crypto investors to track their portfolios and create a tax report. CoinTracking analyzes all trades and generates a wide range of information such as the value of each cryptocurrency, the profit / loss of the transactions made, realized and unrealized gains, evaluations for the tax return, and much more. Complementing the depth of its features, CoinTracking also offers the so-called full service, where users get the opportunity to hand over their complete effort to the crypto and tax experts of the CoinTracking team and receive a flawless result in the form of a tax report ready for submission. NAEA members receive a 10% discount on any CoinTracking plan. Learn more: https://cointracking.info/.
Make your next getaway extraordinary and travel with Collette. Collette offers travelers 100 years of guided touring experience, more than 160 tours to all seven continents and full-time industry–leading tour managers. 24/7 support guides you every step of the way to your next adventure, which will include more local cuisine, inclusive activities and flights out of any gateway.
Members can save up to $600 per person on their next guided travel tour.
Constant Contact is built to simplify the complex and confusing task of marketing your idea, even if you’re a beginner. Our award-winning team of marketing advisors are there for every customer, every step of the way, offering live, real-time marketing advice on the phone or online.
CPACharge provides accountants, bookkeepers, CPAs, and enrolled agents with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their website or from their mobile device. CPACharge also requires no contracts, setup or cancellation fees. CPACharge is trusted by the AICPA and over 40 state CPA societies.
Farmers Group SelectSM provides insurance coverage tailored to your needs. NAEA members receive special savings on auto and home insurance.
Experience true value and convenience. Enroll in MetLife’s Vision Plan.
Even if you don’t wear glasses, regular visits to your eye doctor are important to your overall health. That’s because a routine eye exam can often detect early signs of serious health conditions like diabetes. A group vision plan can make it easier to get the care you need and lower your costs. The MetLife Vision Plan features:
MetLife offers the Vision Health Library tool at www.visionhealthlibrary.com, which provides valuable information to better manage your vision health. For more information, click here.
Pets make your family whole. Help cover the costs of vet visits, accidents, and more with MetLife Pet Insurance.
Now more than ever, pets are playing a significant role in our lives, and it is important to keep them safe and healthy. Help make sure your furry family members are protected against unplanned vet expenses for covered accidents or illnesses with MetLife Pet Insurance.
Enjoy benefits like:
GetNetSet offers custom website creation specifically for accounting professionals, and is best suited for small to mid-sized firms. NAEA members get a 20% discount on website management services, including web development, content updates, search engine optimization, and much more.
Hotel Engine is a free and exclusive members-only hotel booking platform that connects members to deeply discounted hotel rates. Find discounts at more than 400,000+ hotels globally with no contracts, annual fees or minimum spends.
IdentityIQ is a leader in identity theft protection and credit protection services. Offering credit monitoring, Identity insurance, and antivirus.
Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid.
Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships.
With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection – all in one place.
Ignition also connects with leading apps to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin, and more time winning and retaining clients.
Ignition and the National Association of Enrolled Agents have partnered to help members easily stay compliant in their client engagements. NAEA members can now access the latest NAEA Engagement Letter template within Ignition’s award-winning product and receive 20% off their first year of a Pro or Scale Ignition subscription.
Intuit Accountants focuses on helping tax and accounting professionals save time, grow their practices, and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our industry-leading software — Lacerte® Tax, ProSeries® Tax, ProConnect™ Tax, and QuickBooks®. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide.
Lenovo Members of NAEA are eligible to save up to 30% off the everyday public web price of the entire line of Lenovo products, including laptops, tablets, desktops, accessories and more. Members also receive free ground shipping on all web orders and can take advantage of monthly limited-time special offers. Experience the Lenovo difference! For more information and easy ordering, call 1-800-426-7235 or visit www.lenovo.com/us/en/lsp
TakeAlong DentalSM: MetLife offers NAEA members three great dental coverage options: a Preferred Provider Organization (PPO) and Dental HMO/Managed Care (where available) and a dental discount program. Get great flexibility in benefit coverage levels that fit you best, and you can choose any dentist, in or out of the network. All options cover a broad range of important dental services. Learn more.
Office Depot is a leading provider of business services, products, and digital workplace technology solutions to small, medium and enterprise businesses. Save 10% off the regular price on more than 30,000 office supplies through the Office Depot Partner Program!
Simplify and streamline your client data management and engagement
More than a CRM, Pacesetter brings client database management and client communications together in one easy-to-use platform. We’re your single source of truth for client records.
Paychex is the preferred provider of human resource, payroll, and benefits outsourcing services for Enrolled Agents. NAEA members receive one month free on select payroll packages for the first year as well as a 6-month money-back satisfaction guarantee.
PayForED offers a comprehensive suite of solutions for student loan repayment and forgiveness. Our partnership with the NAEA offers discounted training, software, and outsourcing options to help you get started quickly. The PayForED turnkey platform makes it easy for enrolled agents to provide this new service directly related to your current tax preparation business. After completing the training program, the Enrolled Agent will be listed on our PayForED Find an Advisor page and earn a FINRA Listed designation called the Student Loan Repayment Advisor or SLRA. If you purchase any of our solutions you be invited to our monthly user meeting to help you stay current on student loan repayment and forgiveness topics.
Pitbull Tax Software is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents, and other tax professionals involved in IRS Tax Resolutions.
Thomson Reuters Checkpoint™ is the industry leader in providing trusted answers to tax and accounting professionals — including expert research, guidance, cutting-edge technology and tools, learning, and news in a variety of formats.
At Raistone, we believe that all businesses should have access to their money, on their terms. As the nation’s leading ERC financier, Raistone enables CPAs, enrolled agents and tax professionals to refer their clients for ERC financing and get their money now, instead of waiting months for the IRS to pay. Raistone has advanced hundreds of millions of dollars in ERC refunds, helping you earn revenue and have happier, healthier clients. Our program allows you to refer clients for ERC financing, providing you with a new revenue stream — cash that you can put to work growing your business.
NAEA has partnered with The National Association of Registered Social Security Analysts, the nation’s leading membership organization for accountants and advisors engaged in Social Security advisory. If you want to learn more about Social Security to better serve clients, the RSSA eLearning program is for you. Become an expert Social Security Advisor – a Registered Social Security Analyst.
The RSSA eLearning program is a 5-module Social Security education program with software training. After completing the educational program and passing the national RSSA Competency final exam, advisors are well positioned to help existing and prospective clients with their Social Security planning needs. The program is approved by the IRS, NASBA, and CFP Board for CE credits. The RSSA credential is the standard of excellence in Social Security advisory and planning. Advisors learn how to help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. Learn More.
Surgent EA Review NAEA members receive exclusive discounts on Surgent EA Review materials and packages including free access to the Surgent EA Review for Part 1 – Individuals. Plus, get discounts on both our Premier and Ultimate Pass review course packages for when you are ready to start studying for EA Part 2 and 3!
The Surgent Income Tax School offers comprehensive online tax courses to meet the needs of those just entering the tax profession, as well as experienced tax professionals already in the industry. NAEA members receive 15% off Comprehensive Tax Course and the Small Business I and II Tax Courses.
Tax Experts’ Corner™ – Surgent offers NAEA members and guests access to Surgent’s continuing education courses. NAEA members receive 10% off CE courses and packages.
TaxDome is a simple, powerful workspace to manage your practice: clients, jobs, documents, teams. Growing firms and solo practitioners use TaxDome to go paperless, automate admin tasks, and get paid faster. Provide a better client experience with a fully-mobile client portal in different languages.
Tax Talk Today® – The Tax Show for the Tax Pro! is an online series of programs designed to educate all tax practitioners. Each program features lively round-table discussions and the opportunity for viewers to participate by emailing questions directly to the panelists.
Tax Titans is a veteran-owned company revolutionizing the tax preparation industry. We are a dating service between small businesses and tax professionals like you. Our value to tax professionals is that it is FREE to create a profile and give unlimited bids to small businesses. Once you and the small business owner connect, then you will receive 90%* of the bid directly to your bank account upon payment from the taxpayer! The value to the small business owner is that the platform is FREE for them to find, qualify, work, and pay you in an online marketplace.
TheTaxBook™ is your solution for tax research. NAEA members receive discounted pricing on all materials. Voted the number one tax reference book in America over the last nine years, TheTaxBook is known for its fast-answer format, client-friendly content, and customer satisfaction rating of 98.6%. Members always receive early-bird special pricing and free shipping.
Think Outside the Tax Box is a bi-weekly online newsletter subscription that provides trusted, simple, easy-to-implement federal tax-reduction strategies from the industry’s leading experts with the goal of saving your clients thousands of dollars in taxes each year. They provide carefully explained and exhaustively researched tax strategies that provide value to tax professionals and their clients. It’s a win-win for everyone! Additional benefits include special guest webinars and a video recording library, downloadable infographics and client alerts, and a private Facebook community. Visit our partner’s site.
UPS® is one of the largest and most trusted Global shipping & logistics companies worldwide. NAEA members can save up to 40% off UPS® shipping services.
Verifyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology— a great way to store and share sensitive documents and messages with clients, colleagues and other professionals. NAEA members enjoy Verifyle Pro for free!
Verito offers Managed Hosting and Managed IT Solutions tailored for Tax and Accounting firms. We provide affordable, scalable, and secure turnkey Business Application Hosting and Managed IT solutions. In addition, our top-notch technical support staff is always just a phone call away, ready to answer any questions or address any concerns.
NAEA members receive either a first-year 10% discount on managed IT or a waiver of the initial setup price for managed hosting ($150 value).
Wolters Kluwer is a recognized leader in the tax and accounting industry, providing the latest information impacting CPAs, tax professionals, auditors, financial planners, and other industry professionals. NAEA members can save up 25% off all selected CCH® Publications.
Wolters Kluwer CCH Intelliconnect TaxAware Center is a “one-stop shop” online resource with 24/7 access and customizable preferences and searches. Find all the current federal and state tax news in one place, FREE for all members.
Take advantage of discounts that can save you money! Simply sign in to view the full member discounts.
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If you have questions regarding our member discounts program or need immediate assistance with your account, please feel free to send an email to our Membership Department at membership@naea.org.
